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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$13.35
Change-$0.10 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PSMVX vs VSIAX Comparison Chart
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PSMVX vs. VSIAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PSMVX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSMVX (1.19B). VSIAX pays higher dividends than PSMVX: VSIAX (2.01) vs PSMVX (1.05). PSMVX was incepted earlier than VSIAX: PSMVX (10 years) vs VSIAX (13 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. PSMVX (22.29). VSIAX return over 5 years is better than : 57.44 vs. PSMVX (28.95).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 9.696 | 15.498 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 22.29 | 28.76 | 78% |
| Returns for 3 years | -10.80 | 13.29 | -81% |
| Returns for 5 years | 28.95 | 57.44 | 50% |
| Returns for 10 years | N/A | 108.79 | - |